Fund Overview
Incorporated on November 16, 1993, United Fund, Inc. is an open-ended investment company that seeks to maximize income and maintain liquidity in investments. Categorized as moderate to high risk, the Fund is focused on medium- to long-term capital appreciation through substantial investment in blue chips and growth stocks listed on the Philippine Stock Exchange.
Over the pivotal years, UFI’s portfolio has been perpetually reviewed, reassessed, and rebalanced by seasoned and experienced fund managers with a significant focus on growth sectors and challenging issues perceived to outperform the market.
Fund Facts
Suitable Type of Investor
UFI best suits Aggressive types of investors.
Aggressive portfolios are heavily weighted towards stocks and are better for those who can bear high risks for higher returns. Aggressive Investors typically:
- Prioritize maximizing capital growth
- Possess a willingness to accept significant price changes for higher potential returns
- Has a long-term investment horizon
Cost of Investing
You can start investing with UFI for only PHP 1,000 and then make subsequent investments for as low as PHP 500.
Shares Offered/Par Value
Common stock with a par value of One Peso (P= 1.00) per share.
Sales Load
A sales load fee will be charged on initial and subsequent investments made by an investor. The fee will be added to the Net Asset Value per Share (NAVPS) which will then be the selling price for the day. Applicable sales load rate shall not exceed five percent (5%) of NAVPS.
Benefits of Investor
- Professional Management
Investors will have the benefit of professional investment management, which would otherwise be available only to institutional funds and high net worth individuals. United Fund’s investment manager has had significant experience in investment management and portfolio administration.
- Liquidity
The investor may convert his investment into cash by presenting his shares for redemption at any time, in accordance with the provisions of the Investment Company Act and the redemption policies of United Fund, Inc.
- Preservation of Capital
One of the goals of an investor, the preservation of capital, is addressed by the investment manager’s prudent selection process of a diversified portfolio of high-grade fixed income securities and equity securities.
